Back At It!

I'm back in the office after spending a week in Orlando at the National Network of Estate Planning Attorneys fall conference.  I always look forward to these conferences for a number of reasons--catching up with friends and colleagues from around the country, re-engergizing myself for all that comes with being a small firm practitioner, and LEARNING!  Lots and lots of learning!

I'm always amazed at how much there is to know about estate planning--and the field is constantly changing.  One of the things that I love about NNEPA is the collective philosophy regarding the importance of educating clients on the ins and outs of estate planning and the importance of personalized counseling for every client family to make sure that together we design a plan that will truly work for their unique family.

As part of this philosophy, I believe there is much more to estate planning than a client's financial net worth.  Each of us has a legacy that we can pass on to those we love.  We have stories to share that explain how we became who we are; we have our own thoughts and ideas and opinions about money, charity, legacy, family, faith; we have hopes and dreams for those we love.  As an estate planner, I believe it is important to help my clients capture these non-tangible assets because it is all a part of their true wealth.

For clients enrolled in the Empowered Legacy Planning program, as a result of the SunBridge Legacy Builder Retreat I attended while in Orlando, I will soon be offering Priceless Conversations as part of your membership.  To learn more about Priceless Conversations and the SunBridge Legacy Builder Network, please visit www.SunBridgeLegacy.com.

If you are interested in learning more about membership in our Empowered Legacy Planning program, please give us a call at 480.855.8383.